Learning Management

Manage courses, enrollments, and track member learning progress

Comprehensive LMS for creating courses, tracking progress, and managing member professional development.

Capabilities

Action	ROLE_CLIENT_ADMIN	ROLE_CLIENT_USER
View courses	✅	✅
Create courses	✅	❌
Manage enrollments	✅	✅
View progress	✅	✅
Issue certificates	✅	❌

Features

Course Management

• Create and edit courses
• Organize into subjects/modules
• Multiple content types (video, PDF, text, quiz)
• Set completion criteria
• Assign CPD points

Acceptance Criteria

Frontend

• UI supports the workflows described in this feature.

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Enrollment Management

• View all enrollments
• Manual enrollment
• Bulk enrollment
• Track completion rates
• Send reminders

Acceptance Criteria

Frontend

• UI supports the workflows described in this feature.

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Progress Tracking

• Individual progress view
• Completion percentages
• Quiz scores
• Time spent
• Certificate status

Acceptance Criteria

Frontend

• UI supports the workflows described in this feature.

Backend / API

• Backend behavior supports this feature as documented.

Permissions

• Access is restricted per the Capabilities matrix on this page (or equivalent role rules).

Business Rules

• All business rules for this feature are enforced.

Error Handling

• Error states return clear messages and appropriate HTTP status codes.

Event → Course Automation

Some organizations run live/Zoom events and then repackage the recording + materials as an on-demand course.

Expected workflow:

1. Select an Event
2. Choose Create Draft Course from Event
3. System clones:
   • Event title/description → course title/description
   • Zoom recording (when available) → draft course video content
   • Marketing/handout materials → draft course resources
4. Course is created in draft state for review/editing before publishing

Acceptance Criteria

Frontend

• Admin UI provides a “Create course from event” action on the event or within LMS.
• Generated course is clearly labeled as draft and shows which fields were cloned.

Backend / API

• Backend can create a draft course from an event and attach cloned assets.

Permissions

• Only ROLE_CLIENT_ADMIN can run event→course automation.

Business Rules

• The generated course defaults to draft and is not visible to members until published.
• If no Zoom recording is available, the course is created without video and flagged for follow-up.

Error Handling

• If cloning assets fails, the system reports which assets failed and allows retry.

UI Spec (from supplied spreadsheet)

The LMS is backed by the “Courses” section in workspace/sources/entity-registry.csv.

Course list / management (selected fields)

Field	Input Type	Required	Notes
Course Name	Text	Required	model: name
Tile Short Description	Text	Required	Used in course tiles
Course Category	Multi-select	Required	model: courseCategories
Course Type	Selector	Required	model: courseType
Publish Date / Time	Date + Time	Required	model: publishDateTime
Start Date	Date	Required	model: startDate
Close Date	Date	Not Required	model: closeDate
CPD Points	Number	Required	model: cpdPoints

Enrollment / progress (member enrollments)

Field	Type	Notes
course	ManyToOne	Course
memberProfile	ManyToOne	MemberProfile
status	ManyToOne	CourseRegistrationStatus
paymentStatus	ManyToOne	PaymentStatus (pending/paid/failed)
enrolledAt	datetime	-
completedAt	datetime	-
progressPercentage	float	-

Data Model Cross‑Reference (Entities)

• Course definition: Course
• Enrollment + progress: Course Enrollment
• Paid enrollments / receipts / refunds: Payment Transaction
• CPD: CPD Record and CPD Category

Implementation Contracts

Backend (API)

GET    /api/courses                          # List courses
POST   /api/courses                          # Create course
GET    /api/courses/{id}                     # Get course details
PUT    /api/courses/{id}                     # Update course
DELETE /api/courses/{id}                     # Archive course

GET    /api/courses/{id}/enrollments         # List enrollments
POST   /api/courses/{id}/enrollments         # Enroll members
GET    /api/courses/{id}/progress            # Progress report

GET    /api/enrollments/{id}                 # Enrollment details
PUT    /api/enrollments/{id}/complete        # Mark complete